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UPCOMING: OFFICE HOURS

 

The Long Game of Growth

 

How a successful advisor uses Snappy Kraken to stay visible, relevant, and trusted across the entire client journey.

Mike Rinard Headshot-1

Mike Rinard

Head of Solutions Marketing, Snappy Kraken


 

Destiny Headshot

Destiny Fernandisse

Marketing Manager, Snappy Kraken


 

Mike Milligan

Mike Milligan

Founder, 1.oak Financial; Advisor; Best-Selling Author; Snappy Kraken Client 


 

Register Now
 Thursday, June 18th, 2026  2:00 PM EST
Details:

 

Mike Milligan is a successful advisor, business owner, and marketer who understands that growth does not come from a single campaign or touchpoint. It happens by consistently showing up across the entire client journey.

In this Office Hours session, we’ll explore how Mike uses Snappy Kraken to operationalize a full lifecycle growth strategy:

 

  • New leads: How he approaches prospects entering the business

  • Nurture: Why he doubles down on staying visible until prospects are ready

  • Timely communication: How he responds when market moments create questions

  • Retain and refer: How consistent communication keeps clients engaged and reinforces trust

 

With nearly 34,000 contacts nurtured and more than 1.4 million emails sent, One Oak Financial shows what happens when smart marketing strategy meets consistent execution.

 

What you’ll learn:

 

  • What to send prospects who showed interest but aren’t ready to meet
  • How to stay in front of clients when there isn’t an obvious reason to reach out
  • How timely communication and consistent touchpoints keep clients and prospects engaged
  • What advisors can learn from Mike Milligan’s lifecycle approach with Snappy Kraken

 

 

 

Register for Webinar:
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Matt S., CFP®

Wealth Advisor

 

“I just scheduled a meeting with a $1.2M prospect because of it. He said my name kept coming up (because I've been emailing him since the end of 2018) and he's finally ready to sit down and talk."

Frequently Asked Questions

Who is this session for?

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This session is for financial advisors, marketing teams, and firm leaders who want to build a more consistent growth system across leads, prospects, clients, and referral opportunities.

Is this about lead generation or client retention?

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Both. We’ll look at the full client journey, from new leads and long-term nurture to timely communication, retention, and referrals.

I have Snappy Kraken. Should I attend this webinar? 

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Yes. You’ll hear from a real Snappy Kraken client who leverages the platform to support a full lifecycle growth strategy, from nurturing new leads to staying visible with clients over time.